vs
Datadog（DDOG）与SIGNET JEWELERS LTD（SIG）财务数据对比。点击上方公司名可切换其他公司
SIGNET JEWELERS LTD的季度营收约是Datadog的1.5倍（$1.4B vs $953.2M），Datadog净利率更高（4.9% vs 1.4%，领先3.4%），Datadog同比增速更快（29.2% vs 3.1%），Datadog自由现金流更多（$318.2M vs $-1.5M），过去两年Datadog的营收复合增速更高（24.9% vs -25.4%）
Datadog是一家美国企业，为云级应用提供可观测性服务，旗下SaaS数据分析平台可实现对服务器、数据库、各类工具及服务的统一监控。公司成立并总部位于纽约，目前在纳斯达克证券交易所公开上市。
Signet Jewelers是全球最大的钻石珠宝零售商，注册地位于百慕大，总部设在美国俄亥俄州阿克伦的费尔劳恩郊区，在纽约证券交易所上市。公司主打中端珠宝市场，旗下拥有Blue Nile、Zales、Kay等知名品牌，在美国、加拿大、英国的专业珠宝市场均占据龙头地位，部分品牌布局中高端赛道。
DDOG vs SIG — 直观对比
营收规模更大
SIG
是对方的1.5倍
$953.2M
营收增速更快
DDOG
高出26.1%
3.1%
净利率更高
DDOG
高出3.4%
1.4%
自由现金流更多
DDOG
多$319.7M
$-1.5M
两年增速更快
DDOG
近两年复合增速
-25.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $1.4B |
| 净利润 | $46.6M | $20.0M |
| 毛利率 | 80.4% | 37.3% |
| 营业利润率 | 1.0% | 1.7% |
| 净利率 | 4.9% | 1.4% |
| 营收同比 | 29.2% | 3.1% |
| 净利润同比 | 2.1% | 185.7% |
| 每股收益（稀释后） | $0.13 | $0.49 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收DDOGSIG
| Q4 25 | $953.2M | $1.4B | ||
| Q3 25 | $885.7M | $1.5B | ||
| Q2 25 | $826.8M | $1.5B | ||
| Q1 25 | $761.6M | $2.4B | ||
| Q4 24 | $737.7M | $1.3B | ||
| Q3 24 | $690.0M | $1.5B | ||
| Q2 24 | $645.3M | $1.5B | ||
| Q1 24 | $611.3M | $2.5B |
净利润DDOGSIG
| Q4 25 | $46.6M | $20.0M | ||
| Q3 25 | $33.9M | $-9.1M | ||
| Q2 25 | $2.6M | $33.5M | ||
| Q1 25 | $24.6M | $100.6M | ||
| Q4 24 | $45.6M | $7.0M | ||
| Q3 24 | $51.7M | $-98.5M | ||
| Q2 24 | $43.8M | $52.1M | ||
| Q1 24 | $42.6M | $626.2M |
毛利率DDOGSIG
| Q4 25 | 80.4% | 37.3% | ||
| Q3 25 | 80.1% | 38.6% | ||
| Q2 25 | 79.9% | 38.8% | ||
| Q1 25 | 79.3% | 42.6% | ||
| Q4 24 | 80.5% | 36.0% | ||
| Q3 24 | 80.0% | 38.0% | ||
| Q2 24 | 80.9% | 37.9% | ||
| Q1 24 | 82.0% | 43.3% |
营业利润率DDOGSIG
| Q4 25 | 1.0% | 1.7% | ||
| Q3 25 | -0.7% | 0.2% | ||
| Q2 25 | -4.3% | 3.1% | ||
| Q1 25 | -1.6% | 6.5% | ||
| Q4 24 | 1.3% | 0.7% | ||
| Q3 24 | 2.9% | -6.8% | ||
| Q2 24 | 2.0% | 3.3% | ||
| Q1 24 | 2.0% | 16.7% |
净利率DDOGSIG
| Q4 25 | 4.9% | 1.4% | ||
| Q3 25 | 3.8% | -0.6% | ||
| Q2 25 | 0.3% | 2.2% | ||
| Q1 25 | 3.2% | 4.3% | ||
| Q4 24 | 6.2% | 0.5% | ||
| Q3 24 | 7.5% | -6.6% | ||
| Q2 24 | 6.8% | 3.4% | ||
| Q1 24 | 7.0% | 25.1% |
每股收益（稀释后）DDOGSIG
| Q4 25 | $0.13 | $0.49 | ||
| Q3 25 | $0.10 | $-0.22 | ||
| Q2 25 | $0.01 | $0.78 | ||
| Q1 25 | $0.07 | $2.25 | ||
| Q4 24 | $0.14 | $0.12 | ||
| Q3 24 | $0.14 | $-2.28 | ||
| Q2 24 | $0.12 | $-0.90 | ||
| Q1 24 | $0.12 | $11.77 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $401.3M | $234.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $1.7B |
| 总资产 | $6.6B | $5.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资DDOGSIG
| Q4 25 | $401.3M | $234.7M | ||
| Q3 25 | $540.6M | $281.4M | ||
| Q2 25 | $489.0M | $264.1M | ||
| Q1 25 | $1.1B | $604.0M | ||
| Q4 24 | $1.2B | $157.7M | ||
| Q3 24 | $337.4M | $403.1M | ||
| Q2 24 | $411.0M | $729.3M | ||
| Q1 24 | $282.2M | $1.4B |
股东权益DDOGSIG
| Q4 25 | $3.7B | $1.7B | ||
| Q3 25 | $3.4B | $1.7B | ||
| Q2 25 | $3.2B | $1.8B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.7B | $1.8B | ||
| Q3 24 | $2.6B | $1.9B | ||
| Q2 24 | $2.4B | $2.1B | ||
| Q1 24 | $2.2B | $2.2B |
总资产DDOGSIG
| Q4 25 | $6.6B | $5.4B | ||
| Q3 25 | $6.1B | $5.3B | ||
| Q2 25 | $5.8B | $5.5B | ||
| Q1 25 | $6.0B | $5.7B | ||
| Q4 24 | $5.8B | $5.7B | ||
| Q3 24 | $4.6B | $5.6B | ||
| Q2 24 | $4.4B | $6.2B | ||
| Q1 24 | $4.1B | $6.8B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $327.1M | $31.0M |
| 自由现金流经营现金流 - 资本支出 | $318.2M | $-1.5M |
| 自由现金流率自由现金流/营收 | 33.4% | -0.1% |
| 资本支出强度资本支出/营收 | 0.9% | 2.3% |
| 现金转化率经营现金流/净利润 | 7.02× | 1.55× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $591.0M |
8季度趋势，按日历期对齐
经营现金流DDOGSIG
| Q4 25 | $327.1M | $31.0M | ||
| Q3 25 | $251.5M | $86.3M | ||
| Q2 25 | $200.1M | $-175.3M | ||
| Q1 25 | $271.5M | $780.7M | ||
| Q4 24 | $265.2M | $-75.4M | ||
| Q3 24 | $228.7M | $43.8M | ||
| Q2 24 | $164.4M | $-158.2M | ||
| Q1 24 | $212.3M | $752.2M |
自由现金流DDOGSIG
| Q4 25 | $318.2M | $-1.5M | ||
| Q3 25 | $234.7M | $62.3M | ||
| Q2 25 | $184.9M | $-211.9M | ||
| Q1 25 | $262.8M | $742.1M | ||
| Q4 24 | $257.5M | $-138.5M | ||
| Q3 24 | $220.3M | $15.8M | ||
| Q2 24 | $160.0M | $-181.5M | ||
| Q1 24 | $198.1M | $716.1M |
自由现金流率DDOGSIG
| Q4 25 | 33.4% | -0.1% | ||
| Q3 25 | 26.5% | 4.1% | ||
| Q2 25 | 22.4% | -13.7% | ||
| Q1 25 | 34.5% | 31.5% | ||
| Q4 24 | 34.9% | -10.3% | ||
| Q3 24 | 31.9% | 1.1% | ||
| Q2 24 | 24.8% | -12.0% | ||
| Q1 24 | 32.4% | 28.7% |
资本支出强度DDOGSIG
| Q4 25 | 0.9% | 2.3% | ||
| Q3 25 | 1.9% | 1.6% | ||
| Q2 25 | 1.8% | 2.4% | ||
| Q1 25 | 1.1% | 1.6% | ||
| Q4 24 | 1.1% | 4.7% | ||
| Q3 24 | 1.2% | 1.9% | ||
| Q2 24 | 0.7% | 1.5% | ||
| Q1 24 | 2.3% | 1.4% |
现金转化率DDOGSIG
| Q4 25 | 7.02× | 1.55× | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | -5.23× | ||
| Q1 25 | 11.02× | 7.76× | ||
| Q4 24 | 5.82× | -10.77× | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 3.75× | -3.04× | ||
| Q1 24 | 4.98× | 1.20× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
SIG
| Other | $571.9M | 41% |
| Zale Jewelry | $243.4M | 17% |
| Extended Service Plan | $129.6M | 9% |
| Diamonds Direct | $87.9M | 6% |
| Blue Nile | $74.3M | 5% |
| Extended Service Plan And Other Deferred Revenue | $69.9M | 5% |
| Banter By Piercing Pagoda | $69.2M | 5% |
| Watches | $48.7M | 3% |
| Peoples | $42.2M | 3% |
| James Allen | $27.8M | 2% |
